ETF投资周报丨港股创新药“王者归来”，还有两类产品突然崛起

Market Performance - The A-share market continued its strong upward trend, with the Shanghai Composite Index approaching the 3500-point mark, closing at 3472.32 points, reflecting a weekly increase of 1.4% [1] - Over 70% of ETF products achieved positive returns this week, with the Hong Kong innovative drug-related ETFs leading the gains [1][2] ETF Highlights - After a two-week adjustment, Hong Kong innovative drug-related ETFs surged again, with several products, including the Hong Kong Innovative Drug ETF Fund and the Hong Kong Innovative Drug 50 ETF, seeing weekly increases exceeding 7% [5][6] - The median weekly increase for over 1200 ETF products was 1.08%, with only about 200 products experiencing declines [2] - Notably, the steel ETF (515210) saw a significant rise of 5.41%, attributed to Huazhong Steel being targeted by insurance capital [6] Sector Performance - Game-related ETFs also performed well, with several products recording weekly gains of over 6%, driven by substantial increases in constituent stocks such as Kaineng Network and 37 Interactive Entertainment [6] - Conversely, the Hang Seng Technology Index faced a decline of 2.42%, impacting related products, particularly in the internet sector, which saw declines exceeding 3% for several ETFs [8][9] Notable ETF Data - The top-performing Hong Kong innovative drug ETFs included: - Hong Kong Innovative Drug ETF Fund: 7.553% weekly increase - Hong Kong Innovative Drug 50 ETF: 7.483% weekly increase - Hong Kong Innovative Drug ETF ICBC: 7.477% weekly increase [4][5] - The newly established Huabao Hang Seng Hong Kong Innovative Drug Selected ETF (520880) reported that Barclays Bank holds 20 million shares, accounting for 4.5997% of the total fund [6]